Samsung Accepts Nvidia HBM Terms as Chipmaker Expands Santander AI Pact
Samsung Electronics agreed to NVIDIA Corporation (NVDA) requirements for next-generation high-bandwidth memory supply after completing an internal review. Under the agreed terms, Samsung will use TSMC 3-nanometer process technology for base dies and sixth-generation DRAM for core dies, while continuing standard and custom memory production for other clients. Concurrently, NVIDIA secured a three-year contract to provide artificial intelligence infrastructure to Banco Santander.
The agreements reflect rising corporate AI adoption alongside ongoing demand for data-center hardware. Projections from Morgan Stanley highlight that total global AI data-center spending could reach between $10 trillion and $12 trillion. To enhance banking operations, Banco Santander is leveraging NVIDIA software tools to develop task-specific predictive and conversational agents. Meanwhile, NVIDIA clarified that its RTX 5090 graphics card remains actively in production with additional capacity scaling up to meet demand.
Looking ahead, market participants will observe Samsung's integration of TSMC process technology into its manufacturing timeline and monitor NVIDIA's ability to maintain hardware supply across both enterprise data centers and consumer markets. NVIDIA Corporation (NVDA) stock was last down 1.43% at $214.10.
Key points
- Samsung accepted NVIDIA's memory requirements, agreeing to use TSMC 3nm technology for base dies and 6th-gen DRAM for core dies.
- NVIDIA signed a three-year agreement with Banco Santander to supply AI infrastructure and model customization tools.
- Morgan Stanley's CEO estimated global AI data-center buildout spending could reach $10 trillion to $12 trillion.
- NVIDIA confirmed its RTX 5090 graphics card is not discontinued and production capacity is expanding.
- Shares of NVIDIA Corporation (NVDA) fell 1.43% to $214.10.
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How we writeDisclaimerQuestions and answers
Did Samsung agree to NVIDIA's HBM requirements?
Yes, Samsung accepted NVIDIA's terms after review, agreeing to use TSMC's 3nm process for base dies and 6th-gen DRAM for core dies while keeping standard HBM production for other customers.
What is NVIDIA's AI partnership with Banco Santander?
NVIDIA will supply Banco Santander with AI infrastructure over three years to help the bank transition from large general AI models to smaller, specialized models for banking operations.
Is the NVIDIA RTX 5090 graphics card discontinued?
No, NVIDIA confirmed the RTX 5090 is not discontinued and remains a core product, though initial production capacity is limited as manufacturing ramps up.